Jacob Dunham
Ottawa,Canada
Summary
Accomplished Financial Specialist with a proven track record at City of Ottawa, adept in financial statement analysis and enhancing customer experiences. Demonstrated expertise in analytical problem solving and multi-tasking, successfully managing transactions over $5 million and leading teams to exceed sales goals. Renowned for exceptional problem-solving abilities and customer service skills, ensuring 100% satisfaction.
Overview
3
3
years of professional experience
Work History
Financial Specialist
City of Ottawa
Ottawa, Canada
04.2024 - Current
- Managed rejected accounts, collaborating with clients to verify financial data and ensure accurate reconciliation in compliance with banking standards
- Monitored accounts for suspicious activity, conducting thorough investigations and initiating fund transfers when necessary
- Managed transmission of funds exceeding $5 million from pre-authorized tax accounts
- Utilized specialized software applications (VTAX) to provide customers information regarding their property tax account
- Specialized in Pre-Authorized Debit Plans (PAD)
Department Manager
Zara
06.2023 - 04.2024
- Successfully led a team of sales associates and support staff in the menswear department, fostering a motivated and collaborative work environment
- Provided coaching, training, and performance evaluations to ensure consistent high-quality customer service and product knowledge
- Prepared comprehensive reports and presentations for upper management, highlighting departmental performance, key achievements, and areas for growth
Sales Associate
Mattress Mart
06.2022 - 04.2023
- Analyzed all price postings and advertisements to ensure the accuracy of the information
- Walked clients throughout the showroom, listening to needs and wants to find an appropriate mattress
- Ensured 100% customer satisfaction by following up with clients after delivery and resolving any issues or concerns
Sales Associate
October's Very Own
10.2021 - 01.2022
- Enhanced customer experience by creating a welcoming and friendly atmosphere through engaging conversations and active listening
- Greeted and actively listened to customers to uncover purchasing needs and provide recommendations based on their desires
- Worked with high profile clientele to give an unmatched experience and customer service
Education
Business Management & Entrepreneurship -
Algonquin College
Ottawa, Ontario04.2022
Skills
- Expertise in customer needs assessment and sales techniques
- Experienced in Analytical Problem Solving
- Excellent problem-solving and critical thinking abilities
- Basic technical troubleshooting capabilities
- Financial Statement Analysis
- Proficient Multi-Tasking
- Financial services
Languages
- English, Native tongue
- French, Limited working proficiency
Accomplishments
- OBEA: 2nd Place, Senior Website - Development Contest (Ontario-wide)
Languages
English
Native/ Bilingual
French
Limited
Timeline
Financial Specialist
City of Ottawa
04.2024 - Current
Department Manager
Zara
06.2023 - 04.2024
Sales Associate
Mattress Mart
06.2022 - 04.2023
Sales Associate
October's Very Own
10.2021 - 01.2022
Business Management & Entrepreneurship -
Algonquin College
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